Chinese solar producers face continued pressure from industry overcapacity and a steep drop in China's solar installations, says Morningstar's Cheng Wang. LONGi Green Energy Technology and JA Solar Technology posted 2Q losses amid declining revenue. Wang reduces module shipment estimates for both and cuts 2028-2030 net profit projections by 12%-13% for LONGi and 18%-33% for JA. Morningstar trims fair-value estimates to 16.50 yuan for LONGi and 12.40 yuan for JA.

Elevated oil prices, with a 1H 2027 forecast of $80/bbl, should support Petronas' earnings and lift domestic offshore capital expenditure, says CIMB's Muhammad Afif Bin Zulkaplly. CIMB pegs Dayang Enterprise and MISC as top picks and maintains an overweight rating on Malaysia's oil and gas sector.

SK Innovation could get an earnings boost from resilient refinery margins and its energy storage system business, Daiwa's Hen Jung and Yoonki Base say. Daiwa raises 2026-2028 EPOS forecasts by 11%-67%, upgrades the stock to buy, and lifts its target to 220,000 won from 120,000 won.

Jefferies downgrades Ampol to hold from buy, citing 16.5x mid-cycle P/E after sharp outperformance. Mexico's pipeline imports of U.S. natural gas hit a record 7.9 billion cubic feet a day in August, Wood Mackenzie says.